See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,319 | $96,635-53.1% | $86,612-47.7% | $139,434-67.5% |
| Participation rate | 45.0% | 74.4%-29.4pp | 71.7%-26.7pp | 80.3%-35.3pp |
| Annual return | 17.43% | 106.41%-89.0pp | 591.07%-573.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,302 | $3,263-60.1% | $3,022-56.9% | $4,751-72.6% |
| Participant deferral / active EE | $2,277 | $4,836-52.9% | $4,438-48.7% | $6,710-66.1% |
| Admin fee / account holder | $434 | $6,408-93.2% | $5,614-92.3% | $11,403-96.2% |